BWM
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Bernard Wealth Management’s UnitedHealth UNH Stock Holding History

Bernard Wealth Management’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-210
Closed -$110K – 392
2025
Q1 		$110K Buy
210
+5
+2% +$2.62K 0.05% 78
2024
Q4 		$104K Buy
+205
New +$104K 0.05% 83